See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,474 | $99,877-82.5% | $84,966-79.4% | $145,922-88.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.17% | 83.76%-69.6pp | 66.38%-52.2pp | 561.29%-547.1pp |
| Employer contribution / active EE | $2,422 | $3,231-25.1% | $2,727-11.2% | $4,660-48.0% |
| Participant deferral / active EE | $4,530 | $5,291-14.4% | $4,519+0.2% | $6,688-32.3% |
| Admin fee / account holder | $1,173 | $7,248-83.8% | $6,149-80.9% | $13,397-91.2% |